Debit Note Management

You can also manually create and send a debit note to clients. Once a debit note is created it can be sent either manually or as an automated email notification (see Messaging tab for details).

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You can filter the list items to display if required by selecting the required radio button, Show All – to return all debit notes, with outstanding amount – to return a list of debit notes that still have an outstanding amount, or no outstanding amount – to return a list of debit notes that have no outstanding amount. Additional list filtering can be done by Account, Client, Contract or Ref column as described below.

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By default this screen displays all debit notes that have been created for clients. Information is provided under the following headings:

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Date issued – Shows the date on which the debit note was issued. Click the View Debit Note (magnifying glass) icon next to the date to open a detailed view of the selected debit note.

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Note: Filter the list by column heading if required (seeCommon Tasks/Filtering Lists for more details).

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Account – The account number to which the debit note applies.

Client – The name of the client.

Contract – The client contract number, which will be associated with the debit note.

Ref – The reference number of the debit note.

Info – Additional information entered in the Info field on the debit note to provide supplementary information about the debit note.

Total – The total of the debit note.

Pmnt – The payment status of the debit note, for example, Paid, Unpaid, Part-Paid, and so on.